Naples-based Capital Wealth Advisors Expands Mid-Atlantic Region Operations
Capital Wealth Advisors, an independent financial advisory firm headquartered in Naples, announced the opening of a new full-service office in Johnstown, Pennsylvania. The new office builds upon the firm’s presence in the Mid-Atlantic Region, which began a year ago with the addition of three experienced professionals in the region.
Located at 999 Eisenhower Blvd., Suite H, the office will offer a wide range of services, including wealth advisory, financial planning, estate and legacy planning, and risk management. It will support existing clients and families in the region as well as new customers, with a focus on personalized service.
The office is led by Zachary Craig, Managing Director of Private Wealth Management. With nearly 20 years of wealth management experience, Craig works with families and individuals across the region, delivering customized investment strategies, financial and estate planning, and risk mitigation. Prior to joining Capital Wealth Advisors, Craig was a Market Executive at FNB Wealth Management.
“Johnstown and Richland Township represent a key market for us within the Mid-Atlantic Region given our existing client base,” said William N. Beynon, President, Chief Executive Officer, and Managing Partner of Capital Wealth Advisors. “Under Zac’s leadership, the office will support continued growth and expansion throughout the region.”